Edgestream Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $581K | Sell |
1,629
-1,695
| -51% | -$632K | 0.02% | 718 |
|
|
2025
Q4 | $1.24M | Buy |
3,324
+1,636
| +97% | +$606K | 0.03% | 646 |
|
|
2025
Q3 | $617K | Sell |
1,688
-916
| -35% | -$323K | 0.02% | 701 |
|
|
2025
Q2 | $884K | Buy |
2,604
+720
| +38% | +$226K | 0.02% | 663 |
|
|
2025
Q1 | $578K | Buy |
1,884
+418
| +29% | +$135K | 0.02% | 681 |
|
|
2024
Q4 | $472K | Sell |
1,466
-131
| -8% | -$42.4K | 0.02% | 700 |
|
|
2024
Q3 | $502K | Sell |
1,597
-955
| -37% | -$289K | 0.02% | 699 |
|
|
2024
Q2 | $759K | Sell |
2,552
-256
| -9% | -$73.5K | 0.04% | 586 |
|
|
2024
Q1 | $809K | Buy |
2,808
+470
| +20% | +$129K | 0.04% | 550 |
|
|
2023
Q4 | $613K | Sell |
2,338
-811
| -26% | -$199K | 0.04% | 562 |
|
|
2023
Q3 | $740K | Buy |
+3,149
| New | +$771K | 0.06% | 490 |
|
|
2023
Q1 | – | Sell |
-1,694
| Closed | -$357K | – | 604 |
|
|
2022
Q4 | $357K | Buy |
+1,694
| New | +$359K | 0.04% | 415 |
|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$301K | – | 532 |
|
|
2022
Q2 | $301K | Buy |
+1,450
| New | +$328K | 0.02% | 447 |
|
|
2022
Q1 | – | Sell |
-4,064
| Closed | -$1.07M | – | 584 |
|
|
2021
Q4 | $1.07M | Buy |
4,064
+3,130
| +335% | +$806K | 0.07% | 304 |
|
|
2021
Q3 | $226K | Sell |
934
-949
| -50% | -$236K | 0.01% | 455 |
|
|
2021
Q2 | $456K | Buy |
+1,883
| New | +$444K | 0.03% | 363 |
|
|
2021
Q1 | – | Sell |
-1,533
| Closed | -$325K | – | 406 |
|
|
2020
Q4 | $325K | Buy |
+1,533
| New | +$306K | 0.02% | 336 |
|
|
2020
Q3 | – | Sell |
-1,276
| Closed | -$219K | – | 322 |
|
|
2020
Q2 | $219K | Buy |
+1,276
| New | +$206K | 0.01% | 288 |
|
|
2020
Q1 | – | Sell |
-2,510
| Closed | -$448K | – | 338 |
|
|
2019
Q4 | $448K | Buy |
2,510
+651
| +35% | +$111K | 0.02% | 277 |
|
|
2019
Q3 | $306K | Buy |
1,859
+25
| +1% | +$4.1K | 0.03% | 229 |
|
|
2019
Q2 | $299K | Buy |
+1,834
| New | +$294K | 0.03% | 211 |
|
|
2018
Q4 | – | Sell |
-2,718
| Closed | -$440K | – | 261 |
|
|
2018
Q3 | $440K | Buy |
+2,718
| New | +$431K | 0.07% | 192 |
|
|
2018
Q2 | – | Sell |
-1,500
| Closed | -$220K | – | 275 |
|
|
2018
Q1 | $220K | Sell |
1,500
-1,600
| -52% | -$243K | 0.04% | 238 |
|
|
2017
Q4 | $461K | Buy |
3,100
+709
| +30% | +$103K | 0.55% | 45 |
|
|
2017
Q3 | $334K | Sell |
2,391
-2,643
| -53% | -$363K | 0.18% | 91 |
|
|
2017
Q2 | $681K | Buy |
5,034
+2,554
| +103% | +$341K | 0.26% | 63 |
|
|
2017
Q1 | $325K | Buy |
+2,480
| New | +$321K | 0.14% | 118 |
|
|
2016
Q4 | – | Sell |
-1,770
| Closed | -$213K | – | 110 |
|
|
2016
Q3 | $213K | Buy |
+1,770
| New | +$213K | 0.12% | 122 |
|
|
2014
Q4 | – | Sell |
-1,832
| Closed | -$201K | – | 72 |
|
|
2014
Q3 | $201K | Sell |
1,832
-1,366
| -43% | -$151K | 0.18% | 76 |
|
|
2014
Q2 | $352K | Buy |
+3,198
| New | +$340K | 0.22% | 63 |
|
Other funds holding IWB
Edgestream Partners's IWB Position: Q1 2026 in Review
Edgestream Partners reduced its iShares Russell 1000 ETF (IWB) stake by 51% in Q1 2026, selling an estimated $632K and leaving 1,629 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #718.
Edgestream Partners first reported a position in IWB in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.24M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Edgestream Partners held 1,629 shares of iShares Russell 1000 ETF worth $581K as of Q1 2026.
- Edgestream Partners sold 1,695 iShares Russell 1000 ETF shares in Q1 2026, an estimated $632K.
- iShares Russell 1000 ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #718 holding.
- Edgestream Partners first reported a position in iShares Russell 1000 ETF in Q2 2014 and has held it in 30 quarters since.
- Edgestream Partners's iShares Russell 1000 ETF position peaked at $1.24M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.